Sell membership add-ons from the officeLast updated on 03/22/2022
You can attach membership add-ons to membership sale or renewal items on an estimate or invoice to enhance or customize a membership . For example, you can add a surcharge to an HVAC membership’s monthly billing invoice to account for multiple AC units.
Things to know
Membership add-ons are pricebook service items you can use to supplement a membership. For more, see Set up membership add-ons.
When you attach a membership add-on, the price is automatically rolled into the total membership price. The customer does not see the individual price of the add-on.
Technicians can sell membership add-ons in ServiceTitan Mobile.
Add a membership add-on to an invoice or estimate
When you sell a new membership or membership renewal from the office, after you add the membership task to an invoice or estimate, you can attach membership add-ons to customize the membership:
Find the invoice or estimate that you want to add a membership to.
On the invoice or estimate, click Add a task.
Select This is an add-on task.
Click the Parent task dropdown and select the membership item you want to attach the add-on to.
Use the Name field to search for the membership add-on by code or keyword and click it to select it.
Enter any other additional details for the add-on in the Description field.
The total price of the membership item adjusts by the price of the membership add-on.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.